Baker Tilly Wealth Management’s Eaton ETN Stock Holding History

Baker Tilly Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,334	Closed	-$231K	–	535
2021 Q4	$231K	Buy	+1,334	New	+$221K	0.02%	477
2021 Q2	–	Sell	-1,833	Closed	-$253K	–	494
2021 Q1	$253K	Buy	+1,833	New	+$236K	0.05%	401

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baker Tilly Wealth Management's ETN Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Eaton (ETN) in Q1 2022, closing a stake of 1,334 shares — an estimated $231K sold.

Baker Tilly Wealth Management first reported a position in ETN in Q1 2021 and held it in 2 quarters. The position peaked at $253K in Q1 2021. 1,416 funds tracked by Wall St. Rank hold ETN as of Q1 2022.

Baker Tilly Wealth Management reported no remaining Eaton position as of Q1 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,334 Eaton shares in Q1 2022, an estimated $231K.
Baker Tilly Wealth Management first reported a position in Eaton in Q1 2021 and held it in 2 quarters.
Baker Tilly Wealth Management's Eaton position peaked at $253K in Q1 2021.
1,416 funds tracked by Wall St. Rank held Eaton as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.